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A three-headed AI monster is born
Hunter Kallay
November 21, 2025
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AI is transforming the financial world like nothing in history. That’s why once a week, on FRY-days, we talk all things AI and FRY-nance! 🤑
*The content provided in this newsletter is for informational purposes only and does not constitute investment advice.*
🤯 MYSTERY AI LINK 🤯
(The mystery link can lead to ANYTHING AI-related: tools, memes, articles, videos, and more…)
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SALTY STORIES OF THE WEEK 🧂
Anthropic is partnering with Microsoft and Nvidia to expand its Claude AI models. Claude will run on Microsoft Azure using Nvidia’s powerful chips, giving businesses more model options and AI features. Anthropic plans to spend $30 billion on Azure computing and use up to one gigawatt of Nvidia-powered infrastructure. Microsoft and Nvidia will also invest up to $15 billion combined in Anthropic. This deal makes Claude the only major AI model available on all top cloud platforms and ensures it will be integrated into Microsoft tools like GitHub Copilot and Microsoft 365 Copilot. (Read More)
Nvidia’s latest blockbuster earnings report has reignited confidence in the AI-driven stock market boom, with sales of its advanced AI chips far exceeding expectations and over $500 billion in future orders already secured. This surge helped lift market futures and reassured investors worried that the AI wave might be losing steam. (Read More)
OpenAI is finally letting employees donate some of their company shares to charity—a promise it made years ago but hadn’t followed through on until now. Some employees were frustrated because they were told this option would be available, especially as OpenAI’s value grew and other companies, like Anthropic, offered similar perks. Now that OpenAI has restructured its business and finished a big funding round, it’s reopening the donation option. (Read More)
THIS WEEK’S DIAMOND IN THE ROUGH 💎
This week’s diamond in the rough: Oracle
How is Oracle using AI? Oracle has become a key player in the AI-driven cloud space by helping businesses manage and analyze data with its industry-leading database services. Its edge comes from offering flexible multicloud solutions, allowing companies to use different cloud platforms while tapping into Oracle's built-in AI tools. These tools automate tasks and power autonomous databases—an area that just saw 43% revenue growth in the last quarter.
Why is Oracle valuable? Oracle is rapidly expanding, with 34 multicloud data centers currently active and 37 more on the way. Its cloud infrastructure business is growing faster than the overall market, and its multicloud revenue jumped over 1,500% last quarter. Analysts expect Oracle's annual revenue to skyrocket from $57 billion in 2025 to $223 billion by 2030—a 31% yearly growth rate—alongside rising earnings.
HOW ARE THE BIG AI PLAYERS DOING?
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FRY-NANCIAL TOOL OF THE WEEK 🔧
Image: Silver Pennies
What is the tool? Silver Pennies automatically tracks your daily debits and credits from your emails.
How does it work?
Get your emails ready: Create a “transaction alert” label in your inbox.
Log in to Silver Pennies: Log in with your Google account.
Track your finances: Silver Pennies automatically fetches your transactions from your emails and categorizes them. You get a detailed overview of your finances.
FRY-AI FANATICS OF THE WEEK 🍟
Some of our best Fresh and Crispy reviews of the week:
“Cool stuff!!” -Holly | “Only been following a few days, but I’m hooked! Great quality and easy to understand.” -Bill |
(Leave a comment for us in any newsletter, and you could be featured next week!)
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